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Index Funds: Are You Taking More Risk Than You Think? | Episode 550
Description
Think your index fund is diversified? You might be taking on more risk than you realise.
In this episode, we unpack the hidden risks of index investing, from the S&P 500's heavy exposure to the Magnificent Seven and the surprising decisions behind supposedly passive funds, to why diversification, portfolio structure and your stage of life matter more than simply chasing returns.
KiwiSaver Comparison Calculator: See how your KiwiSaver fund stacks up against other providers and whether it's delivering competitive returns.
5 Golden Rules of Investing: Explore James' five golden rules for building a diversified investment portfolio and managing risk over the long term.
Want to know whether your investments are actually diversified? Get in touch with our Wealth team to review your portfolio, understand your risk exposure and make sure your investment strategy aligns with your long-term financial goals.
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The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions.